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Donations - accumulated value in households

Martin Keen (Past Member)
$organization

Hello folks,

I'm just wondering if anyone else has solved a problem I'm having trouble resolving! I should start off by mentioning we don't use memberships.

I've been tasked with putting our donors into levels of accumulated giving - households are giving me a headache (possibly of our own making). I need to "roll up" donations so that all donations made by a household and any donations made by a household member are attributed to the household for the purposes of attributing the correct level of giving. As an example:

  • there are donations (totaling $20,000) where the John and Mary Jones household constituent is the Contribution owner
  • there are donations (totaling $3,000) where the John Jones constituent is the Contribution owner - but John Jones is also the initiator of donations where the household is the owner
  • there are donations (totaling $2,500) where Mary Jones is the owner

In the reporting, I want to see the John and Mary Jones household listed as having a total giving of $25,500 but not see John or Mary.

Has anyone else managed this? Either by a report stored procedure or by a custom List Manager criteria? Tessitura support has acknowledged that the out-of-the-box criteria cannot cope with this.

All and any responses are more than welcome!

Martin

Parents
  • $organization

    Martin,

    We transact as household so all of our donations exist on the household accounts (presumably you previously decided against that for some business purpose), so I do not have any direct experience with that, but I feel like this should be doable either with a custom list manager element which points to a custom VIEW or else just a straight custom report.  Essentially, it is just a matter of taking individual accounts and replacing them with the household account, which presumably you would get from the affiliate level and replace the individual customer number with the group customer number.  You could probably even borrow code from the List Manager replace procedure to accomplish that.

    The other quirks that come to my mind would be, assuming you do not want just lifetime giving for each account, deciding how you want to limit the contributions (by date/campaign/fiscal year/etc...).

    Of course, if you COULD just change your business rules and transact as household, that would simplify the whole thing.  But then you would also need to run a huge update overnight to move said transactions to the household (can be done; we did that years ago).

    Best of luck!

    John A. Moskal II

Reply
  • $organization

    Martin,

    We transact as household so all of our donations exist on the household accounts (presumably you previously decided against that for some business purpose), so I do not have any direct experience with that, but I feel like this should be doable either with a custom list manager element which points to a custom VIEW or else just a straight custom report.  Essentially, it is just a matter of taking individual accounts and replacing them with the household account, which presumably you would get from the affiliate level and replace the individual customer number with the group customer number.  You could probably even borrow code from the List Manager replace procedure to accomplish that.

    The other quirks that come to my mind would be, assuming you do not want just lifetime giving for each account, deciding how you want to limit the contributions (by date/campaign/fiscal year/etc...).

    Of course, if you COULD just change your business rules and transact as household, that would simplify the whole thing.  But then you would also need to run a huge update overnight to move said transactions to the household (can be done; we did that years ago).

    Best of luck!

    John A. Moskal II

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